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Regina, SK

Kelly began his financial planning career in 1989 with Canada Life as a Career Agent. He left Canada Life and went into practice with Ken Holliday to form H & A Financial Advisors in 1996.
Kelly earned his designation as Chartered Life Underwriter… Read more »

Area serviced: Regina, SK; Avonlea, SK

3065842523

Ashley Akers, CEA
Law Clerk

Ottawa, ON

Area serviced: Ottawa, ON

1 249-493-6181

Kristian Alary, CEA
Retirement & Life Guide

Ottawa, ON

We help Clients with issues relating to Retirement Income, Estate Planning and Taxes.

Read more »

Area serviced: Ottawa, ON

6134162020

Mark Albert, CEA
Life Insurance Agent

Port Colborne, ON

Author of Book: "Ready, Reset, Refocus: Preparing for Retirement" YouTube Educator: https://www.youtube.com/MONEYwithMARKALBERT

I have… Read more »

Area serviced: Port Colborne, ON; Niagara, ON; Niagara Falls, ON; Welland, ON; Lincoln, ON; St. Catharines, ON; Oakville, ON; Burlington, ON; Niagara-on-the-Lake, ON; Brampton, ON; North York, ON; Milton, ON; Metro Toronto, ON; Toronto, ON; Hamilton, ON

4166596655

Enayat Michael Ali, CFP, CLU, CH.F.C., EPC, CEA, CEA
Financial Advisor

Burlington, ON

I have been practicing in the family market for the past 50 years as a Financial Advisor/Insurance & Investments Broker. My clientele has grown old with me making the CEA designation even more useful to my clients now.
I am about 95% retired as… Read more »

Area serviced: Burlington, ON

2893379308

DIXIE ALLEN, CEA
Certified Executor Advisor, Author, Public Speaker, President CEA Partners Inc.

Toronto, ON

Dixie Allen, CEA is a seasoned business professional with 4 decades of experience in the Financial services industry. A McGill management institute graduate bringing her wealth of wisdom and knowledge on Personal Financial Planning, Investments, Insurance … Read more »

Area serviced: Toronto, ON; Cobourg, ON; Port Hope, ON

4164419885

Adrian Altamirano, CEA
Financial Planner / AVP

Toronto, ON

VP, Strategic Relationships | Certified Financial Planner | Chartered Investment Manager | Family Enterprise Advisor | Certified Executor Advisor | Fellow of CSIAdrian continues to build and lead a national business unit focused on delivering a holistic… Read more »

Area serviced: Toronto, ON; Mississauga, ON; Milton, ON; Oakville, ON

647 409 8092

Gurbinder Amar, CEA
Business Development Executive

Surrey, BC

Area serviced: Surrey, BC

7789994872

Alexander Anastasopulos, CEA
Financial Advisor

Toronto, ON

My mission, is to help Canadian achieve lifetime financial security should they live to long, die too soon, or become sick or disabled.

Currently i hold the following designations:
CFP
TEP
CLU
CEA
CHS
and a Bachelors in Finance.

Read more »

Area serviced: Toronto, ON

647-546-8365

Bill Andreadakis Lifestyle 55+ Master REALTOR®, CEA
REALTOR®

Toronto, ON

Area serviced: Toronto, ON

6476298978

David Angas, CEA
Senior Vice President, Financial Advisor

Toronto, ON

I am one of the founding partners of the Family Wealth Counsel Advisory Group.
We are a fee-based practice focused on helping individuals manage the complexities of family financial matters through comprehensive financial, investment, tax, corporate,… Read more »

Area serviced: Toronto, ON

416-777-7110

Jonah Angeles, CEA
Financial Planner

Vancouver, BC

Area serviced: Vancouver, BC

(604) 687-7526

Adam Aptowitzer, CEA
BA, LLB, CEA

Ottawa, ON Calgary, AB

Adam Aptowitzer is a lawyer practicing in the areas of charity and tax law. He is a member of both the bars of Alberta and Ontario and has been speaking and writing on the topic of charity law for several years. He has been published in several publications… Read more »

Area serviced: Ottawa, ON; Calgary, AB

(613) 237 3300
(403) 536 7442

Barbara Armstrong, CEA
Financial Advisor

Victoria, BC

Area serviced: Victoria, BC; Vancouver, BC

2503848722

Michael Asadoorian, CFP, CPA, CMA, CEA
Financial Advisor

Pickering, ON

We provide strategic financial advice to individuals, families and businesses.

Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee… Read more »

Area serviced: Pickering, ON; Newmarket, ON; Aurora, ON; Richmond Hill, ON; Markham, ON; Ajax, ON; Whitby, ON; Oshawa, ON

905-837-2600 x.19

Area serviced: Ottawa, ON

My name is Ashley Akers I am a Law Clerk with Miltons Estates Law. I began my career in estates 8 years ago after graduating from the Northern College Law Clerk Program. I enjoy advising executors and loved ones from start to finish of the long process of estate administration, which in turn helps to ease their anxiety and stress. I strive to always be helpful and empathic in the sometimes daunting world of estate administration.

Area serviced: Ottawa, ON

We help Clients with issues relating to Retirement Income, Estate Planning and Taxes.

Author of Book: "Ready, Reset, Refocus: Preparing for Retirement"

YouTube Educator:

https://www.youtube.com/MONEYwithMARKALBERT

I have been happily married for over 24 years, and we have 2 wonderful children. I hold a Business Administration Diploma in Human Resources and a Bachelors Degree in Religious Education.

I started in the financial industry back in 2008. I currently hold a Life Insurance License and am a Certified Executor Advisor. In 2018 I published my first book called "Ready, Reset, Refocus: Preparing For Retirement." Since publishing this book, I have been giving a free copy to all those who meet with me for an initial consultation as a way of thanking them for their time.

To discuss over the phone, please reach me at 416-659-6655 or by email at markalbertpfs@gmail.com

Area serviced: Burlington, ON

I am about 95% retired as I have sold my Life Insurance Book of Business in 2020 and my Investment Book of Business in 2021. However, 7 of my Investment clients requested that they remain with me. There is no new business coming from these 7 clients.

I will be 100% retired at the end of 2023.

Area serviced: Toronto, ON; Cobourg, ON; Port Hope, ON

Dixie Allen, CEA is a seasoned business professional with 4 decades of experience in the Financial services industry. A McGill management institute graduate bringing her wealth of wisdom and knowledge on Personal Financial Planning, Investments, Insurance and Estate Planning to her clients.

As an author and public speaker, she has been a pioneer in bringing matters of personal financial planning to the Canadian public. Her book Here's The Plan is widely held as a go-to book by financial advisors across the country.

Today, her leadership skills and expertise is providing direction to Estate Executors and Legacy Planning.

"Legacy Planning is not a product, it is a process" Dixie Allen, CEA

Area serviced: Toronto, ON; Mississauga, ON; Milton, ON; Oakville, ON

Adrian continues to build and lead a national business unit focused on delivering a holistic experience for strategic relationships at PPI. The focus of the offering is a unified and dedicated approach to work with firm leadership, management, business development team and most importantly, the firm’s advisors. He leads a high caliber team with tailored resources, practice management tools and unique competitive advantages in HNW marketplace, all while delivering on the ease of doing business with PPI.

Adrian joined PPI in 2012 as Sales Director in Ontario; in 2018, he was promoted to Assistant Vice-President of Sales for the region. Finally, in 2021, Adrian accepted the national mandate of Vice-President, Strategic Relationships.

Based out of Toronto, Adrian has well over a decade of experience in various roles within the financial industry, predominantly as a financial planner and sales executive. He began his career as an Insurance Advisor with Sun Life Financial in 2007 and was awarded the "Quick Start Award" for exceeding sale expectations. He then developed the go-to-marketing strategy for life insurance at State Farm before transitioning to BMO Nesbitt Burns, becoming one of their youngest Investment Advisors at the time.

Throughout the years, Adrian has achieved a number of industry designations to provide clients and advisors with holistic financial counsel including his Chartered Investment Manager (CIM) designation, Certified Financial Planner (CFP) designation, Certified Estate Advisor (CEA) designation and finally he successfully obtained his Family Enterprise Advisor (FEA) designation in June 2021.

Area serviced: Surrey, BC

Joining the insurance industry in 2003, Gurbinder brings
almost 2 decades of sales experience working the financial services fields.Gurbinder first started his
journey in the insurance industry as an advisor and from there has held many
positions – such as inside wholesaler, external wholesaler, sales manager for a
national MGA, a Regional Vice President for an insurance
carrier, and most recently a Business Development Executive for another national MGA. Gurbinder is a strong believer in continuing education, most recently
receiving his EPC and CPCA designation. Gurbinder was voted one of the top 14
wholesalers in Canada in 2016 by the Life | Health Professional magazine. In
December 2018, Gurbinder joined the Insurance Council of British Columbia as a
non-voting member. Gurbinder regularly consults with different insurance
carrier partners on product and marketing development. Recently, in March 2021,
Gurbinder was interviewed for MoneySense magazine to provide transparency on
advisor roles and compensation. Gurbinder currently holds the following designations - QAFP™, CHS, CEA, EPC, CPCA, FIC, ALMI, ACS.

Area serviced: Toronto, ON

My mission, is to help Canadian achieve lifetime financial security should they live to long, die too soon, or become sick or disabled.

Currently i hold the following designations:

CFP

TEP

CLU

CEA

CHS

and a Bachelors in Finance.

Area serviced: Toronto, ON

Bill is a Certified Executor Advisor, Lifestyle 55+ Master REALTOR® with Lifestyle 55+ Network Inc. and REALTOR® with EXP Realty Brokerage. With a background in wealth management spanning nine years before transitioning to real estate in 2015, Bill identified a crucial gap in the industry. He observed that financial planners and investment advisors lacked a trusted REALTOR® in their network who understood the unique needs of their 55+ clientele. This realization motivated Bill to cultivate relationships with financial planners and investment advisors to enhance the quality of life for the 55+ demographic and their middle-aged children.

Area serviced: Toronto, ON

I am one of the founding partners of the Family Wealth Counsel Advisory Group.

We are a fee-based practice focused on helping individuals manage the complexities of family financial matters through comprehensive financial, investment, tax, corporate, estate and philanthropic planning.

We offer discretionary and non-discretionary portfolio management services, tax filing, and an objective review of current planning strategies including; wills, powers of attorney, trust documents and shareholder agreements.

Area serviced: Vancouver, BC

Area serviced: Ottawa, ON; Calgary, AB

Adam Aptowitzer is a lawyer practicing in the areas of charity and tax law.

He is a member of both the bars of Alberta and Ontario and has been speaking and writing on the topic of charity law for several years. He has been published in several publications including the Canadian Taxpayer, Canadian Fundraising & Philanthropy and the Not-for-Profit News, and has been cited as an expert in several national media publications.

Among other publications he is the author of a widely circulated paper on the regulation of charities in Canada and a second paper on the operation of businesses by charities both published by the C.D. Howe Institute.Adam is also a noted speaker and has presented to, amongst others, the C.D. Howe Institute, York University Continuing Legal Education Program, the Legal Education Society of Alberta, the Association of Fundraising Professionals, the Canadian Association of Gift Planners, and the Canadian Bar Association.

Adam has given expert opinion testimony at a Parliamentary Roundtable and was an invited witness to the Parliamentary Committee on Finance’s hearing on incentives for charitable giving. He has also appeared before the Tax Court of Canada and the Federal Court of Appeal and is an executive member of the Canadian Bar Association’s Charity and Not-for-Profit Law section.In 2012 Adam was named the Heather McArthur Memorial Young Lawyer Award winner by the Ontario Bar Association recognising his contributions to legal education and law reform. He was also named to the Top 40 Under 40 by the Ottawa Business Journal and Ottawa Chamber of Commerce.

Adam was profiled as ‘Lawyer of the Week’ by the April 8, 2011 edition of the Lawyer’s Weekly Newspaper.

On February 9, 2012 Adam was an invited witness to the Parliamentary Committee on Finance as they investigated incentives for charitable giving..

B.A. (Economics) – University of Calgary, 1998
B.A. (Political Science) – University of Calgary, 1998
LL.B. – University of Ottawa, 2001
Call to the Bar of Ontario – 2002
Call to the Bar of Alberta – 2010
Life License Qualification Program (Insurance Licensing Exam) – 2007
Canadian Securities Course – 2008

Area serviced: Victoria, BC; Vancouver, BC

With decades of experience creating and implementing high quality strategic plans for individuals, families and organizations, our purpose is to serve our community with intelligence, collaboration and attention to detail. I am particularly interested in working with individuals and families with complex needs who are in transition as a result of a change in marital status, an inheritance, a change in primary residence or the sale of a business or farm.

Area serviced: Pickering, ON; Newmarket, ON; Aurora, ON; Richmond Hill, ON; Markham, ON; Ajax, ON; Whitby, ON; Oshawa, ON

We provide strategic financial advice to individuals, families and businesses.

Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee benefit programs, and human resources solutions.

I am a Certified Financial Planner (CFP) Professional, Chartered Professional Accountant (CPA, CMA) that is IIROC and Life Licensed.